REE stocks are falling, but REE prices have stabilized, and are going to go a lot higher, as China has begun to shutter many plants in order to bring the prices up.
This is a perfect scenario for Orbite because REE prices are of little consequence to Orbite's profitability.
The blessing [and subsequent curse] of high REE prices have drawn many REE players into the market. With prices plummeting, the Sword of Damocles is now hanging over their necks, threatening to slay them at any moment.
Go Orbite, Go!